How to Write a Policies and Procedures Manual for a Non Profit Organization
It is imperative that nonprofit organizations follow policies and procedures. It could mean the difference between receiving federal funds or losing a crucial grant. Just as in any other business, correct policy and procedures give employees and other stakeholders guidance on how to navigate the challenges that businesses face.
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Instructions
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Consider hiring a consultant with expertise in creating and evaluating policies and procedures for nonprofit organizations similar to yours (see Resources).
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Find templates for policies and procedures that can be customized for your organization if you prefer not to hire a consultant (see Resources).
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Review organizational issues with staff and the board of directors. Policies and procedures need to answer potential questions put forth by any stakeholder in the organization. Questions regarding such items as travel policies, mileage and communication with the public are all items that everyone involved will need to know.
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Include human resource, volunteer management and consumer issues. Nonprofits often serve underserved members of society, making it paramount that policies and procedures address the nature in which the organization operate with minorities or underserved populations.
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Determine the issues that face the industry. Nonprofits address a variety of concerns in the community. One organization may address problem youth while another may seek to support battered women. It's important to know legislation and current issues surrounding these groups and to customize policies and procedures accordingly.
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Join online message boards where issues facing the organization are discussed to stay current on related issues.
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Schedule a retreat with the executive director, senior management and stakeholder in the community. Brainstorm on policy and procedure best practices during this retreat. Combining this final step with all the previous steps will ensure that the final policy and procedure manual for the nonprofit organization will be comprehensive and meet the needs of all potential stakeholders.
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Tips & Warnings
Proofread the final document carefully before finalizing it for printing or online publication. Check for grammar, spelling, clarity, and thoroughness.
Have an attorney review your proposed policy and procedure manual prior to adoption. Be sure that the document is in compliance with all applicable laws and regulations.
Resources
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Comments
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I believe in developing rules and regulations before an organization goes too far in achieving its mission. Great outline and instructions.
